Monument Capital Management Ishares Core S&P Mid Cap ETF Transaction History

Monument Capital Management

$322 Million
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 15, 2021	SELL	$187.77 - $230.69 $1.65 Million - $2.03 Million	-8,799 Closed	0 $0
Q3 2020 Oct 23, 2020	BUY	$174.43 - $196.49 $1.53 Million - $1.73 Million	8,799 New	8,799 $1.63 Million
Q3 2019 Oct 21, 2019	SELL	$183.17 - $198.52 $363,042 - $393,466	-1,982 Closed	0 $0
Q2 2019 Jul 23, 2019	SELL	$181.14 - $198.0 $4,166 - $4,554	-23 Reduced 1.15%	1,982 $386,000
Q1 2019 Apr 10, 2019	SELL	$162.83 - $193.4 $1,302 - $1,547	-8 Reduced 0.4%	2,005 $380,000
Q4 2018 Jan 15, 2019	BUY	$156.48 - $199.76 $39,432 - $50,339	252 Added 14.31%	2,013 $334,000
Q3 2018 Oct 11, 2018	BUY	$194.86 - $204.98 $389 - $409	2 Added 0.11%	1,761 $354,000
Q2 2018 Jul 17, 2018	BUY	$183.17 - $200.64 $302,963 - $331,858	1,654 Added 1575.24%	1,759 $343,000
Q4 2017 Feb 05, 2018	BUY	$180.58 - $190.73 $18,960 - $20,026	105	105 $19,000

Others Institutions Holding IJH

# of Institutions

2,667

Shares Held

1.17B

Call Options Held

634K

Put Options Held

150K

Northwestern Mutual Wealth Management CO

114M
Shares

$7.01 Billion
5.49% of portfolio
Bank Of America Corp Charlotte, NC

69.5M
Shares

$4.27 Billion
0.33% of portfolio
Wells Fargo & Company San Francisco, CA

50.2M
Shares

$3.08 Billion
0.68% of portfolio
Raymond James Financial Inc St. Petersburg, FL

37.6M
Shares

$2.31 Billion
0.85% of portfolio
Morgan Stanley New York, NY

36.9M
Shares

$2.27 Billion
0.16% of portfolio

About ISHARES CORE S&P MID-CAP ETF

Ticker IJH
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